Create a Standard Invoice

You can create an invoice for billing items that are approved by the client organization. Billing items are manually added to invoices, and appear in based on the billing filter (MSP:Supplier), billing transfer setting, and currency.

Only users with the MSP Admin or SysAdmin role, or MSPs with the 'Billing', 'Finance', 'Payroll', or 'Payroll Manager' permissions can create invoices using this task.

Note: If you are creating an invoice with Pay Supplier billing line items (Billing Filter='MSP:Supplier'), the line items are separated out during the invoice creation process.

The standard invoice can be associated with a configured fee. For more information about fee invoice association, see Create a Fee or Rebate Invoice.

  1. Navigate to the Billing page in the MSP view.
  2. Click the Invoicing tab.
  3. Click the New Standard Invoice button. The create invoice section opens.
  4. From the Invoice Options drop down, select the invoice option.
    Note: You can only select one invoice option per process.
  5. Select the billing items using the check boxes in the Billing Types section. You can select multiple item types.
  6. Select the state for items to include in the Billing State section. You can select Research and Pending Approval.
  7. In the Invoice End Date field, enter the end date. The process gathers billing items with the invoice option from before this date and in the correct status. For more information about invoicing statuses, see Invoicing Status.
    You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  8. Click .
    The invoice is set to 'Pending Finalization'. You can lock/finalize the invoice using the instructions described in Finalize an Invoice. You can also configure dates of interest and other billing information at the bill level by clicking on an invoice number (or navigate to Billing > Invoicing > ) and adding/editing any required details. See Invoices in the System.